Richardson Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
8,385
+2,201
| +36% | +$82K | 0.21% | 119 |
|
|
2025
Q1 | $228K | Sell |
6,184
-294
| -5% | -$10.8K | 0.17% | 133 |
|
|
2024
Q4 | $238K | Sell |
6,478
-804
| -11% | -$29.6K | 0.17% | 126 |
|
|
2024
Q3 | $264K | Hold |
7,282
| – | – | 0.17% | 123 |
|
|
2024
Q2 | $264K | Sell |
7,282
-149
| -2% | -$5.41K | 0.19% | 115 |
|
|
2024
Q1 | $272K | Sell |
7,431
-3,154
| -30% | -$115K | 0.19% | 116 |
|
|
2023
Q4 | $385K | Buy |
+10,585
| New | +$385K | 0.34% | 87 |
|